stux

@alojohhardcore @slamdust quick shortcut - beta. not by definition but proxy

@alojoh Furthermore, with all that cash, they choose an efficient outsourced model. Incredible business.

Oh my god, reading this morning a LOT of rather stupid comments on X about Nvidia's dividend increase. Some rather 'brilliant' individuals argue it's a 'bad sign'. Horse chocolate. Nvidia is just such an outlier cash generator that it's virtually impossible to sensibly deploy all that capital thanks to competition. On top, the dividend makes up about 3-5% of free cash flow and thus is barely a capital needle mover. These rather brilliant commentators obviously also make no mentioning of the fact that Nvidia is growing R&D spend by 70%! Folks, blocking noise accounts is a life hack. Also, never forget the key rule: 99% of what you see on social media is horse chocolate. Peace

@alojohhardcore @ChristianSimpk3 30 secs to lift off...

@alojoh thats an awesome story!

Thanks. Happy we were able to dial in trade timing and risk taking.

@RebelAssets @alojohhardcore @PedroCapo17 very generous of you trying to help at this level AJ. thank you.

@alojohhardcore @PedroCapo17 Understood, thanks

@alojohhardcore thx AJ. have to make a very big interest rate hedge decision this week and found this very helpful. Incredible how the narrative has changed in the last few months.

@Snakehurst44761 @alojohhardcore same

@alojohhardcore Couldn’t resist buying MU all day.🤷🏼‍♂️

@alojohhardcore this is one Im going to throw a small bone at regardless....

@MaidofCotton62 @ExemptAndromeda @wartirnes because the tactics have changed. no more gun fighting in close. all BVR.

@soutbokx @ExemptAndromeda @wartirnes I know a guy who went up against some Chinese 5th gen fighters in an F-16. He said he had to get out of the F-16 of he’s going to survive when we go to war against China. Now flies stealth.

How F-35 Pilots Climb Into the World’s Most Advanced Jet 🇺🇸 Unlike most fighter jets, the F-35 features a built in boarding ladder, allowing pilots to enter the aircraft without external equipment. A small but smart feature designed for rapid deployment and operational flexibility.

@ExemptAndromeda @wartirnes Technically correct, and i am being a purist here. As an ex fighter pilot I can tell you there is nothing like a close in cannon dogfight and for that you want that F16!

@soutbokx @wartirnes This thinking is outdated. It is stealth not maneuverability that saves you from the modern missile. It’s not the 20th century anymore.

I agree with your approach AJ. full algo discussion outside the scope of HC channel. Not what i intend either. Im just tied up in other work/ meetings all day and would be nice to get a signal/ text type of thing. one step at a time and living it all. thanks again, you are world class. the question is: can you ride a bike at the same standard!

@alojohhardcore @AhmedHegazy already working on this using claude code to scrub the screen and send me alerts. Not fully automated but thats ok for now. Im sure AJ will have some tricks up his sleeve to make it simpler.

@alojohhardcore @_r1cky @stevenleebeyer1 @stekkerauto cant wait. thx for all the effort AJ.

@alojohhardcore rivn at 13* a better bet.

@alojoh @TechWorldInnov8 I heard this recently described as having to pick an alternative rather than making a choice. ( I wouldnt choose, X but I only have 2 alternatives, and i definatley dont want Y).

@TechWorldInnov8 I learned that in politics one should be happy to end up with the least bad option rather than ever expecting a truly desired candidate. Have low expectations and life is better.

I spent a bit of time studying UK election results and I could not be happier for my British friends! 🇬🇧💪

@alojoh Superbly well articulated. Take a bow anonymous new member.

I occasionally share notes like this because they often articulate the framework better than I can myself. This came from someone who only recently found the work through the entry tier.

@alojohhardcore a trailing stop of previous days low solved the problem. set and forget.

@alojohhardcore @UKCraigP @zerohedge thx. hate this BS.

Almost 60% of every S&P option yesterday was a call

@alojohhardcore now just not to get caught holding the bag like i did on pltr….